We use a cloud-based email provider, SendGrid, to ensure all emails sent from your channel partner portal get delivered properly, and there's generally no need to use a custom SMTP server. However, certain customers may want to use their own SMTP server, which we support. Here's how:

Step 1: Go to Settings > Email > Email Settings

Select "Send mail through my own SMTP server" and then click the "Configure SMTP server" link:

Step 2: Enter your SMTP server details

Enter your SMTP server domain, port, username and password and hit the Test button. 


What are the pros and cons of using my own SMTP server to send emails?

  • Pros: 
    • Emails come from your own/company email address vs. app@channeltivity.com, which may help with deliverability. 
  • Cons: 
    • It requires someone from your team to set it up, maintain, and configure it properly, as misconfiguration could affect successful delivery rates. 
    • You won't be able to use the portal's Email Log to track the delivery of messages sent through your own server. Therefore, you'll have to work with your IT Team/Mail Admin to troubleshoot issues related to undelivered emails.